Calendar of Events
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Motivational Interviewing Bootcamp: MI for Financial Professionals
Motivational Interviewing Bootcamp: MI for Financial Professionals is a comprehensive course designed to equip financial professionals with the skills and techniques of Motivational Interviewing (MI), an evidence-based communication method that helps clients find the motivation to make positive decisions and achieve their objectives. MI is particularly valuable for understanding client motivation, addressing ambivalence, and supporting clients in making informed decisions. […]
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Linking Life Planning & Cash Flow Management: Your Most Important Client Conversations
Linking Life Planning & Cash Flow Management: Your Most Important Client Conversations
Life planning and cash flow management are services that provide immeasurable value to financial planning clients. By integrating these two processes, research shows that you will be more effective in engaging your clients and empowering them to affect positive change in their lives. Help your clients to focus on what is truly most important to them, and provide tools that […]
2 events,
Education Office Hours
Education Office Hours
Do you have questions? At AFCPE's Education Office Hours, you can get answers from an expert! Office Hours are ideal for AFC candidates and Essentials students who are struggling with the content or would like individual support. For the best success, write down questions as they come up in your study and bring them to Office Hours. 1:00pm ET AFCPE […]
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2 events,
Financial Abuse is Domestic Abuse: Equipping Service Providers to Support Victims
Financial Abuse is Domestic Abuse: Equipping Service Providers to Support Victims
Many professionals work with victims of abuse every day, but just may not know it. Domestic abuse presents in many forms, such as emotional, physical, and financial abuse. Understanding the financial considerations for domestic abuse is essential for service providers across the spectrum of family readiness coordinating care for abuse victims. The webinar covers the demographics of the military community […]
The impact of culture on money attitudes: Understanding honor, face, dignity, and their relation to money scripts
The impact of culture on money attitudes: Understanding honor, face, dignity, and their relation to money scripts
Dr. Travis Sholin, Ph.D, CFP®️ will be presenting research examining relationships between different cultures and money attitudes. Primary research using 630 participants was used to analyze the data. The presentation will elaborate on the research process, the literature review, the analysis, the results, and the implications for practitioners. Presenter: Travis Sholin Ph.D., CFP®️ is the CEO and Wealth Advisor at […]
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Education Office Hours
Education Office Hours
Do you have questions? At AFCPE's Education Office Hours, you can get answers from an expert! Office Hours are ideal for AFC candidates and Essentials students who are struggling with the content or would like individual support. For the best success, write down questions as they come up in your study and bring them to Office Hours. 1:00pm ET AFCPE […]
2 events,
2024 Personal Finance Year in Review
2024 Personal Finance Year in Review
The tenth annual OneOp Personal Finance Year in Review webinar highlights legislation and events that impacted military personal finances during 2024. Join this annual review webinar to explore the findings of noteworthy personal finance research studies published this year, financial events with military-specific implications, and preview upcoming changes for 2025.
Wanna be an AFC®? December Webinar
Wanna be an AFC®? December Webinar
Wanna be an AFC®? December Webinar Are you interested in becoming an Accredited Financial Counselor (AFC®) but not sure if it’s right for you? Join us for a no-pressure, informative session where we will give you all the information you need to make your decision. Bring your questions–we love an engaged audience!
1 event,
FPA Connect: Helping Clients Manage Their Budget In Real Life 2.0
FPA Connect: Helping Clients Manage Their Budget In Real Life 2.0
Most clients need help with their budget, even high earners. Advisors need a realistic picture of how much clients spend to provide accurate financial planning analysis and recommendations. Without a clear budgeting philosophy, clients are at risk of not sticking with it and advisors are at risk of investing too much time in the weeds of budgeting with clients. In […]
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Spotting Credit Repair Scams On Demand
Spotting Credit Repair Scams On Demand Available August 1, 2023 - December 31, 2024 During this two-part on-demand course, CBA explores what credit repair is, digging into examples of how it shows up in practice, and approaches for supporting consumers with disputing inaccurately reported debts. Price: AFC who works for a CBA member: $76; AFC who does not work for a CBA member […]